See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,155 | $61,272+73.3% | $149,673-29.1% | $71,457+48.6% |
| Participation rate | 54.8% | 62.5%-7.7pp | 78.8%-24.0pp | 67.9%-13.1pp |
| Annual return | 15.87% | 35.85%-20.0pp | 134.42%-118.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,370 | $2,378-0.4% | $4,818-50.8% | $2,588-8.4% |
| Participant deferral / active EE | $5,180 | $2,917+77.6% | $5,680-8.8% | $4,289+20.8% |
| Admin fee / account holder | $2,897 | $1,261+129.7% | $13,210-78.1% | $1,587+82.5% |